Member Info for leas

Is the RH holding not acting like an 'overhang' on the share. Investors waiting for him to clear. The fundamentals will eventually tip this back. Been on my watch list now for a few months now and tbh that is the only reason why I'm holding back. I am aware of the politics over there and don't see that as the reason for the poor sp performance.

Thanks Ivy. That is my point and why the FDA guide bio's through this process. GSK have an experienced team that have the staff and funding to complete this process whilst MTFB are gaining experience. I think the company was na�ve when the gave a timescale of Q1 but that is their only error. May be an opportunity now for some to take advantage of that error.

My understanding is the NDA is put together with the guidance of the FDA. In the grand scheme of things the NDA is probably the easy phase to complete. If the company feels it needs more time then I'm sure they are right to update their investors accordingly. What would be incompetent is submitting a rushed application and putting the last 3 years of progress into jeopardy. As harsh as this may sound to those that have invested their cash here, the company's focus is getting this approved, not investor sp performance. The rest will follow when moving towards commercialisation of the science.

https://economictimes.indiatimes.com/markets/stocks/news/what-i-read-this-week-oil-prices-may-touch-100-again-its-time-we-give-rbi-more-powers-to-regulate-psbs/articleshow/63353191.cms

There are many consequences to the fallout between Russia and the UK. Direct and indirect investment. BP have been making investments in the country for the last 25 years whilst there has been other 'tit for tat' incidents. If you Google 'how much investment does BP have in Russia' you will see the same old comments. I also have investments in HGM whose sp has risen by over 10% over the last 2 weeks. https://www.bp.com/en_ru/russia/about-bp-in-russia/business.html Boring same old comments. Similar comments to 'EV's are going to put oil companies out of business. Yawn yawn zzzzzzzzzzzzz.

Been the same for 2 months now. Strong support and can only assume that an investor is accumulating. Keeping one eye on the S.A. politics but everything looking great going forward. I did have this at 54p many moons ago. Not expecting that in the near term but nice to have a good cushion now. Onwards and upwards.

Phoenix (now named Lesedi) has been turned around in 3 months. Now efficient, supply sorted out with production rising. Also they have got rid of the 3rd party management company. Production there is now on the up and profitable. SLP business model is obviously working. Many PGM producers have been bought out or closed due to the PGM prices and the politics yet SLP keep delivering. The business has actually grown during this period. Personally, I have a little cushion here now and will review my position as the politics are played out so not concerned. In fact my recent investments are all on a free ride as I top-slice elsewhere. What I will say is investors in S.A. should be aware of the trading environment and know the risks. You could argue that 'safe investments' in the UK are a little risky now with talk of nationalisation by the Labour party of the railways, utilities. 'You pays your money.......

Mulder, I think the politics in S.A. have been worse but the poor sp performance in the last 7yrs has been down to the PGM prices. Am I comfortable investing in S. A. No. Am I happy with the performance and direction of the company. Yes. Am I comfortable that the basket price will remain profitable then yes. My concern is how the company intends to unlock value for the shareholder. I think the sp is at a 5yr high and can see it improving further.

May be Eden increasing further. Volume has been good since January and the number of trades per day is significantly higher than last year. Back to where we were before the interims and weaker holders probably gone by now. Still frustrated that no direction on the dividend policy not that I was expecting one until after H2. Having re read the results the tone of the news seemed a little matter of fact with nothing that indicates direction other than production targets. No doubt the recent buyer is probably 'more in the know' than I am.

I was going to wait until May before I bought here but decided to move earlier. As those invested know Barclays are purchasing shares on behalf of the company. The company are no different to private investors and will hope they can buy as many as possible at the best rate. Just my opinion of course but I believe the sp is being controlled with 'bots' to achieve this. It wouldn't surprise me if there was a re-rate as the scheme concludes in May. VEC are another company buying back their shares but despite the expectation of a sp rise on the daily buys it has actually fallen back quite significantly yet the fundamentals have remained the same. However, if the PoO increases significantly then the sp will follow. The buy back scheme should return better value to shareholders going forward and is a very bullish signal despite the recent frustrating sp movement.

Was hoping to wait until just before the share buyback scheme was about to finish in May but the firming of oil prices I moved early. Fingers crossed for timing but pretty relaxed with expected increase in revenue.

Morning ragnar. My concern was being too exposed to local politics. Had a rethink on buying further over at SLP and decided to buy HGM which balances my pf a little better. Gone for here and BP for a healthy yield with the hope that HGM cushions me from any market weakness/correction.

Took some off the table on one of my bio investments and managed to buy at just over �4.80. Some positive research recently and upgrades not to mention a good yield that will be invested straight back in.

shareminator HK, ragnar skiing and I'm in France pointing walls. How very cosmo :) As long as basket price is maintained the figures look pretty good. I have to say, I was not expecting any dividend until such time they have officially ended their buyback scheme but I am a little frustrated that there was no mention of a dividend later in the year. Of course interest earned is good for the company but I think the LTHs deserve better on direction. Sp strengthening towards the close but will not invest further until there is more clarification.

Wow lucky you. A bike ride is adventurous as I'm going to get today. Didn't notice the reduction and certainly no RNS. I can see the sp dropping today on the lack of any dividend policy. Bit frustrating that any direction was not given. Maybe they see 7% interest being a better return than investor confidence. It would certainly draw attention to other investors. Enjoy your day.

Morning ragnar, just going through the financials. I assume they are confident of 78k 2019 on improved grades and other issues being resolved and now back on track. Over $12m banked at 7% without any mention of what they intend to do with it. There has not been any news update on recent activity with the share buyback so I assumed it had dried up.

Likewise... tbh If there is any adverse reaction then you would think the sp is discounted already. As always, even though we are invested we are no more than spectators of the AIM. O/T took a position over at HGM this morning, I have been looking over there a few weeks now and noticed from a comment on their bb that you have bought recently and have had previous positions. Great minds... lol Don't get concerned, promise I'm not stalking you. Live over in France for most of the year so the channel should keep us apart. Have a great weekend. .....

That is exactly what I posted yesterday. Imo this buy back scheme has been an own goal for the company. Numis were reporting that VEC are likely to be relegated from the 250 but at the same time buying up shares on behalf of the company at an average of 75p. Talk about a clash of interests. On the face of it you would think that buying as many shares as you can for �15m is the best approach but at what cost? Common sense would say if there was a buyer with that amount dripping money in over a 6 month period then the sp would rise. Trading by robots... They should have been asked to purchase shares that will enhance the value of the MC now not just for the future.

ragnar, good afternoon. Any dummy sells in the last few weeks have been close to, on or above the bid. Some of those large trades may have been buys. Today trades undetermined too. All have been bite size too. My only concern for the interim results is market expectation of a dividend. There has been no update on the 'buy back program' for a couple of weeks so I think they will have to a least update shareholders on that point. Certainly wouldn't dispute your expectations and sentiment from the BoD will be quite bullish. Hoping for a further update on Phoenix that underpins the turnaround they announced last month. I wouldn't rule out a special dividend either before they implement a policy later in the year but I would just like the sp to reflect the improving fundamentals. A MC of less than 45m with revenue approaching half per annum.

BH, that's funny, made me smile. The only thing being shorted for me is Pussy. The current Mrs leas will have to step up a gear. Sipping a glass of the village merlot at the moment and scratching my testicules . I really don't care about how high or low the sp is until I dip my toe in.